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Client Relationship Manager

VRIDANTA ADVISORY · Gurgaon, India

FULL TIME

Job Description

Do you have experience in private banking or wealth management industry ? Does Real Estate Interest you as an Asset Class? Business Development People have natural networking skills within them and they know how to create genuine value for others and do a win-win deal. If you can relate to this, connect with us.


We are introducing Wealth Management in Real Estate wherein we help investors in managing their Real Estate Wealth through a structured plan.


What we are looking for in Business Development Manager


  • Experience: 2–3 years
  • Preferred Sectors: Real Estate Advisory / Financial Services / Wealth Management
  • Office Location: Golf Course Road, Gurugram (On-site Role). 
  • Role Overview


Candidates should have knowledge of Client acquisition tools which are largely used in this industry. 


Key Responsibilities

  • Participate in Events, Expos and Referral networking platforms and work on ways to reach out to the investors who need this service.
  • Build and manage partnerships with CAs, Wealth Advisors, and Legal Professionals
  • Organise webinars, write introductory emails and hold meetings with Collaborative partners to reach out to the client.
  • Closely work with the Founder on a day-to-day basis and their other business requirements.


Eligibility & Skill Requirements

  • Education: Graduate. Financial Courses or MBA are great but not compulsory.
  • Sound understanding of Basic business and finance concepts
  • Interest in Real estate markets across India
  • Proficiency in Excel and presentations


About Us


Vridanta is a boutique Real estate advisory firm specialising in Property Portfolio Management Services (PPMS) . We work with NRIs and HNWIs , helping them bring structure, visibility, and long-term performance to their real estate holdings through disciplined, data-backed decision-making.


How this Role Helps the Candidate


  • Direct interaction with senior NRI and HNI clients
  • Strong exposure to Portfolio-led real estate advisory , beyond pure brokerage
  • High learning curve and possibility of transitioning into Client Servicing if the right skills are displayed.


If this interests, connect with us at / or write to us at

Details

CompanyVRIDANTA ADVISORY
LocationGurgaon, India
TypeFULL TIME
Nichegeneral

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